Do you take pride as a financial advisor by offering exceptional service and delivering a distinct approach that sets you apart from the crowd? Is your current RIA/IBD firm falling short in helping ...

SCOTTSDALE, Ariz., Dec. 4, 2025 /PRNewswire/ -- United Planners Financial Services (United Planners) is pleased to announce that United Planners has partnered with Priority Financial Group (PFG) to ...

PHOENIX--(BUSINESS WIRE)--PFG, a Phoenix-based firm with nearly $5 billion in assets under administration, today announced its transition from Osaic to United Planners Financial Services (“United ...

United Planners fosters a dynamic and supportive culture built on exceptional service, efficiency, and a commitment to its advisors. With hold times of less than 10 seconds and a dedicated, ...

There was plenty of movement among financial advisors ahead of the Thanksgiving holiday week in the United States. The moves kicked off with Beacon Pointe Advisors, a Newport Beach, Calif.-based ...

Bridgepoint Financial Advisors owner Cameron Rose’s recent acquisition of a 35-year veteran's practice demonstrates United Planners' commitment to advisor growth. Through their LEAPS program, Rose ...